Joel Isaacson & Co’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $300K | Buy |
4,820
+240
| +5% | +$13.9K | 0.01% | 379 |
|
|
2026
Q1 | $247K | Hold |
4,580
| – | – | 0.01% | 397 |
|
|
2025
Q4 | $253K | Sell |
4,580
-110
| -2% | -$5.71K | 0.01% | 393 |
|
|
2025
Q3 | $246K | Hold |
4,690
| – | – | 0.01% | 399 |
|
|
2025
Q2 | $232K | Hold |
4,690
| – | – | 0.01% | 384 |
|
|
2025
Q1 | $219K | Sell |
4,690
-416
| -8% | -$20.9K | 0.01% | 364 |
|
|
2024
Q4 | $257K | Sell |
5,106
-1
| -0% | -$52 | 0.01% | 321 |
|
|
2024
Q3 | $243K | Hold |
5,107
| – | – | 0.01% | 325 |
|
|
2024
Q2 | $212K | Sell |
5,107
-250
| -5% | -$10.3K | 0.01% | 324 |
|
|
2024
Q1 | $232K | Hold |
5,357
| – | – | 0.01% | 305 |
|
|
2023
Q4 | $224K | Buy |
+5,357
| New | +$192K | 0.01% | 287 |
|
|
2023
Q2 | – | Sell |
-21,182
| Closed | -$758K | – | 329 |
|
|
2023
Q1 | $758K | Buy |
21,182
+5,357
| +34% | +$250K | 0.05% | 140 |
|
|
2022
Q4 | $754K | Hold |
15,825
| – | – | 0.06% | 139 |
|
|
2022
Q3 | $756K | Hold |
15,825
| – | – | 0.07% | 123 |
|
|
2022
Q2 | $780K | Hold |
15,825
| – | – | 0.07% | 117 |
|
|
2022
Q1 | $883K | Hold |
15,825
| – | – | 0.07% | 122 |
|
|
2021
Q4 | $977K | Hold |
15,825
| – | – | 0.07% | 120 |
|
|
2021
Q3 | $958K | Hold |
15,825
| – | – | 0.07% | 116 |
|
|
2021
Q2 | $910K | Hold |
15,825
| – | – | 0.07% | 116 |
|
|
2021
Q1 | $897K | Hold |
15,825
| – | – | 0.08% | 107 |
|
|
2020
Q4 | $718K | Hold |
15,825
| – | – | 0.07% | 114 |
|
|
2020
Q3 | $518K | Hold |
15,825
| – | – | 0.07% | 122 |
|
|
2020
Q2 | $535K | Hold |
15,825
| – | – | 0.08% | 112 |
|
|
2020
Q1 | $458K | Hold |
15,825
| – | – | 0.08% | 112 |
|
|
2019
Q4 | $807K | Hold |
15,825
| – | – | 0.11% | 87 |
|
|
2019
Q3 | $737K | Hold |
15,825
| – | – | 0.11% | 88 |
|
|
2019
Q2 | $726K | Hold |
15,825
| – | – | 0.11% | 88 |
|
|
2019
Q1 | $688K | Hold |
15,825
| – | – | 0.1% | 107 |
|
|
2018
Q4 | $669K | Hold |
15,825
| – | – | 0.11% | 109 |
|
|
2018
Q3 | $776K | Hold |
15,825
| – | – | 0.12% | 88 |
|
|
2018
Q2 | $778K | Hold |
15,825
| – | – | 0.13% | 81 |
|
|
2018
Q1 | $797K | Hold |
15,825
| – | – | 0.14% | 77 |
|
|
2017
Q4 | $780K | Hold |
15,825
| – | – | 0.14% | 81 |
|
|
2017
Q3 | $747K | Hold |
15,825
| – | – | 0.14% | 80 |
|
|
2017
Q2 | $721K | Hold |
15,825
| – | – | 0.14% | 76 |
|
|
2017
Q1 | $709K | Hold |
15,825
| – | – | 0.14% | 69 |
|
|
2016
Q4 | $718K | Hold |
15,825
| – | – | 0.14% | 65 |
|
|
2016
Q3 | $557K | Hold |
15,825
| – | – | 0.11% | 82 |
|
|
2016
Q2 | $513K | Hold |
15,825
| – | – | 0.11% | 82 |
|
|
2016
Q1 | $503K | Buy |
+15,825
| New | +$494K | 0.11% | 90 |
|
Other funds holding IAT
GHA
Joel Isaacson & Co's IAT Position: Q2 2026 in Review
Joel Isaacson & Co increased its iShares US Regional Banks ETF (IAT) stake by 5.2% in Q2 2026, buying an estimated $13.9K and bringing the position to 4,820 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #379.
Joel Isaacson & Co first reported a position in IAT in Q1 2016 and has held it in 40 quarters since. The position peaked at $977K in Q4 2021. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.
- Joel Isaacson & Co held 4,820 shares of iShares US Regional Banks ETF worth $300K as of Q2 2026.
- Joel Isaacson & Co bought 240 iShares US Regional Banks ETF shares in Q2 2026, an estimated $13.9K.
- iShares US Regional Banks ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #379 holding.
- Joel Isaacson & Co first reported a position in iShares US Regional Banks ETF in Q1 2016 and has held it in 40 quarters since.
- Joel Isaacson & Co's iShares US Regional Banks ETF position peaked at $977K in Q4 2021.
- 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.
Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.